Paraplanner

Paraplanner Canary Wharf, London

Full-Time | Hybrid Working

The Opportunity A well-established wealth management practice based in Canary Wharf is seeking a Paraplanner to join its growing support team.

This is an excellent opportunity for someone with experience within financial planning or wealth management who is looking to continue developing their technical knowledge and career within a supportive and professional environment.

The successful candidate will join a collaborative team supporting a large adviser network and will play an important role in the end-to-end client advice process.

Key Responsibilities • Supporting Financial Advisers with day-to-day paraplanning and administrative duties

• Managing Letters of Authority (LOAs) and provider correspondence


• Preparing and submitting new business applications


• Writing and preparing suitability documentation and supporting client reports


• Maintaining accurate client records and updating CRM systems


• Liaising with providers and third parties to progress client cases


• Providing ongoing support across pensions, investments and wealth management cases

Requirements • Previous experience within a Paraplanning, Power Planning or Financial Planning support role

• Minimum 1 year of relevant industry experience preferred


• Strong organisational skills and attention to detail


• Excellent written and verbal communication skills


• Experience using CRM/back-office systems such as Salesforce advantageous


• Previous exposure to wealth management, investments or ISA-based business beneficial


• Experience within an SJP environment helpful but not essential

Company Benefits • Hybrid working structure – 4 days office based, Fridays working from home

• 20 days annual leave plus bank holidays


• Additional annual leave awarded with length of service (up to 25 days)


• Additional Christmas leave including Christmas Eve (workload dependent)


• Birthday day off


• Annual discretionary bonus


• On-site gym access


• Pension scheme

Career Development The business actively supports internal progression and professional development. Candidates looking to progress longer-term towards Adviser status will receive support with qualifications and career development pathways.

Hiring Process • Initial informal meeting to discuss experience and suitability

• Second stage interview via Teams or face-to-face meeting depending on availability and preference

Apply Please submit your CV along with a brief overview of your current experience and career objectives.

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